See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,154 | $77,145-48.0% | $108,410-63.0% | $85,850-53.2% |
| Participation rate | 92.3% | 74.7%+17.6pp | 80.1%+12.2pp | 69.3%+23.0pp |
| Annual return | -15.33% | 44.54%-59.9pp | 905.27%-920.6pp | 318.53%-333.9pp |
| Employer contribution / active EE | $6,720 | $2,379+182.4% | $3,558+88.9% | $2,565+162.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,702 | $5,172-28.4% | $7,295-49.3% | $6,260-40.9% |